Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Needs-based financial assessments
Personal and small business lending solutions
Risk management framework application
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice and solutions
Job Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice and solutions.
Supports customer transactions and proactively engages customers to grow loyalty and business through consultative sales and risk-informed decisions.
BMO offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice and solutions.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Needs-based financial assessments
Personal and small business lending solutions
Risk management framework application
Consultative customer service
Use of digital and self-serve banking tools
Collaboration within branch and channels
Nice-to-have
Strong interpersonal skills
Resourceful self-starter
Passionate customer commitment
Social media and mobile technology proficiency
Creative problem solving
Team collaboration and flexibility
Key Requirements
2-3 years relevant experience
Post-secondary degree or equivalent
Registration to sell investment products in Canada
Appropriate lending qualifications and designations
Working knowledge of retail investments and lending products
Work Rights
Registration to sell investment products completed as appropriate for jurisdiction